Brand Intelligence Graph
Company Overview
About Pontera
Pontera (formerly FeeX) is a fintech founded in 2012 by Yoav Zurel, David Weisz, Eyal Halachmi, and chairman Uri Levine (Waze co-founder). Headquartered in New York with engineering in Tel Aviv. Enables financial advisors to securely manage, trade, and report on clients' held-away retirement accounts (401k, 403b).
Business Model & Competitive Advantage
Raised $160M+ total with a $60M round led by ICONIQ Growth at $550M valuation (December 2023). Revenue ~$69M (2025) with 338 employees. Partners include Hightower Advisors, World Investment Advisors, Orion, and Independent Advisor Alliance.
Competitive Landscape 2025–2026
Navigating regulatory headwinds around retirement account access. Appointed former US Assistant Secretary Lisa Gomez as strategic advisor. A September 2025 study found two-thirds of retirement savers feel they lack control over workplace investment decisions.
Recent Activity
View all →Key Differentiators
Strong Challenger
Pontera is an established challenger with significant market presence and competitive offerings in Financial Services.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
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